preference settings Reckon Hosted
John McGrath
Member Posts: 20 Reckoner 
Is there a way of setting up a default for all customers so that these details do not have to be filled in for each customer.
The fields in particular are on the Additional Info tab - Type - Terms - Rep - Preferred send form method - Tax code
90% of our customers have the same settings, so it would be handy to have all of this pre-filled with the ability to manually change the ones that are different (Export etc.)
Also to have the "Amounts include tax" check box on the invoice pre-checked.
Kind regards,
John.
The fields in particular are on the Additional Info tab - Type - Terms - Rep - Preferred send form method - Tax code
90% of our customers have the same settings, so it would be handy to have all of this pre-filled with the ability to manually change the ones that are different (Export etc.)
Also to have the "Amounts include tax" check box on the invoice pre-checked.
Kind regards,
John.
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To have the Amounts include Tax ticked by default, go to the preferences for Tax and change the setting for Sales Figures to Gross.1
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Hi John, I did have a look around trying to see if default settings for customers were possible, but I didn't find any information on that, sorry.1
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Thanks for looking Tanya.
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